M&A Deal Summary |
|
---|---|
Date | 2023-10-16 |
Target | Benefits & Company |
Sector | Insurance |
Buyer(s) | NFP |
Deal Type | Add-on Acquisition |
SEARCH BY
Try For Free 7-Day Free Trial
NFP is a provider of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high net worth individuals. NFP's independent broker/dealers offers a wide range of choices from some of the nation’s top investment companies. NFP is based in Austin, Texas.
DEAL STATS | # |
---|---|
Overall | 134 of 151 |
Sector (Insurance) | 111 of 121 |
Type (Add-on Acquisition) | 132 of 149 |
State (Georgia) | 5 of 5 |
Country (United States) | 108 of 116 |
Year (2023) | 11 of 14 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2023-09-20 |
Divergent
South Jordan, Utah, United States Divergent is an independent registered investment advisor that focuses on holistic wealth management solutions and retirement planning. Divergent was founded in 2017 and is based in South Jordan, Utah. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2023-10-30 |
Resolute Insurance Services
Walsall, United Kingdom Resolute Insurance Services is an independent insurance broker that offers its clients a diverse mix of products across commercial insurance. Resolute Insurance Services is based in Walsall, England. |
Buy | - |